Paul D. Mendelsohn
Professional summary
Paul David Mendelsohn, who also goes by Paul Mendelsohn, is a registered financial advisor currently at WINDHAM FINANCIAL SERVICES, INC. located in Steamboat Springs, Colorado.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Paul has worked at 1 firm and has passed the Series 65, Series 63, SIE, Series 7, Series 2, Series 27, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul David Mendelsohn's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 8, 1994 - Present
WINDHAM FINANCIAL SERVICES, INC.
January 18, 1994 - October 31, 2016
WINDHAM FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/5/2019)
(2/7/2014)
(11/8/1994)
Exams
Series 2
Date: 11/16/1989
Non-Member General Securities ExaminationCurrent Firm
WINDHAM FINANCIAL SERVICES, INC.
CRD#: 35307 / SEC#: 801-70351, 8-46646
Contact information
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 13,675,428 |
Red Flags
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